Restrict users from seeing private billing for a patient in a note

Affected Users: Administrative Team, Medical Office Assistants (MOAs), Secretaries

Issue:
Currently, any user with access to a patient’s note can view the amount charged for a service by checking the PLAN section. Ms. Nadon, a nurse who handles administrative tasks, has raised concerns about this visibility. She believes that IPSs and other clinicians should not have access to patient billing details, as this information should remain confidential.

Why This Matters:
Employees who are unaware of how service pricing is determined may question or compare patient charges to their own compensation. This can lead to:

• Unnecessary discussions between clinicians and the administrative team, taking time away from productive work.

• Uncomfortable conversations about billing practices, as staff may draw comparisons that are not relevant to their roles.

Current Process:
At the moment, the administrative team addresses these inquiries case by case, explaining billing details each time a clinician questions a patient’s charges. This often leads to discussions about clinic pricing versus employee compensation, creating tension.

Industry Context:
N/A

Proposed Solution:
To maintain professionalism and reduce friction, we suggest restricting access to billing details for non-administrative staff. This would:
✔ Minimize distractions and time spent justifying pricing.
✔ Prevent uncomfortable comparisons between patient fees and staff pay.
✔ Uphold patient confidentiality as a priority.